Mr. Market Went Insane Insane in 2011


Good chart by Jae of of just how awful fundamental investing did during 2011. As many have pointed out, due to Euro concerns many investors completely ignored button up investing. The good news is that many value investors have taken much more of a macro approach (article on topic to follow), and there are therefore lots of bargains out there. The even better news is people have capitulated, or become 100% macro investors.

When this happens, such as in late 2008 and early 2009, many cheap securities can be found.

Mr. Market Went Insane Insane in 2011


Hedge Fund Launches Jump Despite Equity Market Declines

Last year was a bumper year for hedge fund launches. According to a Hedge Fund Research report released towards the end of March, 614 new funds hit the market in 2021. That was the highest number of launches since 2017, when a record 735 new hedge funds were rolled out to investors. What’s interesting about Read More

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